A complete list of active advisors currently associated with YRN Industries LLC

Warmer can help you find a great advisor at YRN Industries LLC or one who fits your needs even better.

The firm provides discretionary portfolio management services to individual clients and currently manages about $1.2 million in client assets. It generally charges fees as a percentage of assets and may negotiate alternative or performance-based arrangements with qualified or high‑net‑worth clients. Investment decisions are guided by fundamental analysis and the firm constructs portfolios of equity and debt securities and may use derivatives. The brochure discloses that the adviser may employ borrowing (margin) in client accounts and highlights the additional risks associated with derivatives and leverage, while tailoring portfolios to each client’s risk tolerance and agreed limitations. Distinctive features include the firm’s explicit use of derivatives and margin/borrowing in client accounts — including separately managed accounts — which is uncommon among peers, and its stated willingness to work with qualified or high‑net‑worth investors under negotiated fee arrangements. The firm operates as a single supervised person who self‑supervises while completing an undergraduate degree, does not take custody of client assets, and relies on client input when selecting broker‑dealers.

To learn more about the advisors currently working at YRN Industries LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.